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In the News

Adding to string of new hires, Steward Partners lands $160M Merrill team

Posted by Wendy Leung

November 12, 2019
By Andrew Welsch

Steward Partners hired a former Merrill Lynch team managing $160 million in client assets, the firm said.

It’s the latest in a string of hires for the independent firm, which was founded by former wirehouse managers in 2013 and is affiliated with Raymond James. So far this year, Steward Partners has recruited 19 advisors and opened six offices. The Washington, D.C.-based firm now has more than 100 advisors operating from 21 locations.

New recruits Kevin Taube and Ashley Berberian joined Steward Partners in Manchester, New Hampshire. The firm has two other offices in the state.

Taube said the team moved because of the independence and flexibility Steward Partners could offer them.

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About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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